Planning For Today, Tomorrow And Beyond
At Oz Wealth, we specialise in helping you manage your wealth, with a focus on superannuation and insurance solutions that ensure a secure and prosperous future.
What Makes Us Proud
We’ve helped thousands of clients build wealth and safeguard their future through expert advice in superannuation and insurance.
Who we are
Over a Decade of Expertise in Securing Financial Futures.
At Oz Wealth, we bring 10+ years of experience in the financial services industry, providing world-class superannuation and insurance solutions. Our team of highly qualified experts have been at the forefront of helping Australians achieve their financial goals through thoughtful, strategic advice. You may have seen our ads over Channel 7 while we continue with delivering personalised financial plans that not only grow your wealth but protect it.
Make the most of what you have built
We are sure you would like to leave a legacy for your kids if you have them, and definitely ensure that you don’t run out of money to soon right?
Our services
Superannuation & Insurance: The Cornerstone of Your Financial Plan
Superannuation and insurance are the foundations of a secure financial future. At Oz Wealth, we provide personalised strategies to help you grow your retirement savings and ensure you have the right insurance coverage in place if needed.
Superannuation Services
- Review your super accounts to find the best options for you
- Maximise your superannuation contributions for long-term growth
- Align your super strategy with your retirement goals
- Compare against the top performers
Insurance
- Review and update your life, TPD, and income protection insurance
- Ensure your family is protected financially from life’s risks
- Integrate your insurance with your broader financial strategy
- All of this with no out of pocket expense
Our process
Clear Steps to Financial Security
We implement a reliable approach that allows us to understand each client on a deeper level. By uncovering your interests, aspirations, requirements, and desires, we can create a unique financial strategy that evolves alongside your personal and professional journey. This tailored plan is designed to accommodate any modifications or fluctuations in your circumstances as you move forward
01
Step 1
Initial consultation
15 minutes
We begin with a 15-minute phone consultation to understand your superannuation, insurance needs, and overall financial situation. This allows us to customise advice that aligns with your specific goals.
Step 2
02
Review your results
2 days later
Duration: 15-minutes
Within 2 business days, we’ll analyse your current superannuation and insurance policies. You’ll receive a document detailing alternative strategies aimed at improving protection and growth. We’ll then walk you through the results during a concise 15-minute call.
Step 3
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Receive your statement of
advice
3-5 business days later
Duration: 15-minutes
In 3-5 business days, you’ll receive a personalised Statement of Advice that outlines clear, actionable steps to enhance your superannuation and insurance plans. We’ll present and explain the document in a 15-minute meeting.
Step 4
04
Implementation
1-2 weeks later
Our team will handle the implementation of your financial plan behind the scenes and keep you informed of the progress as everything is set in place.
At this point any fees are payed directly from your super, so there is never any out of pocket expense to you.
Why Choose Oz Wealth?
Make the most of retirement
Oz Wealth is committed to helping you secure a prosperous future. Whether you’re preparing for retirement, growing your nest egg, or ensuring your family is financially protected, we are the partner you need to navigate the complexities of superannuation and insurance. Our approach is grounded in personalised, comprehensive service, ensuring your financial strategy evolves with your life’s changes and no out of pocket expense.
